About this Fund
UPRIGHT INVESTMENTS TRUST is a renowned mutual fund company that specializes in providing a wide range of investment solutions to help individuals and institutions achieve their long-term financial goals. As a trusted asset management firm, UPRIGHT INVESTMENTS TRUST offers a diverse portfolio of mutual funds that cater to various investor needs and risk profiles, including equity, debt, hybrid, and money market funds. With a strong focus on wealth management, the company's experienced team of investment professionals works tirelessly to create and manage portfolios that are tailored to meet the unique requirements of each investor, whether they are seeking capital appreciation, regular income, or a combination of both.
At UPRIGHT INVESTMENTS TRUST, investors can choose from a variety of mutual fund schemes that are designed to provide stable returns over the long term, making it an ideal choice for those who want to invest through a systematic investment plan (SIP). The company's equity funds, for instance, are designed to capitalize on the growth potential of the stock market, while its debt funds focus on generating regular income through investments in fixed-income securities. Hybrid funds, on the other hand, offer a balanced approach by combining the benefits of both equity and debt investments. By providing access to a broad range of asset classes and investment strategies, UPRIGHT INVESTMENTS TRUST enables investors to create a well-diversified portfolio that is aligned with their financial objectives and risk tolerance.
The company's investor-centric approach is built on a foundation of transparency, integrity, and customer service, which has earned the trust of thousands of investors across the country. UPRIGHT INVESTMENTS TRUST's key strengths lie in its ability to provide personalized investment solutions, backed by a robust research and analysis framework that helps identify opportunities and mitigate risks. The company's investment team works closely with investors to understand their financial goals and risk appetite, and creates customized portfolios that are designed to meet their specific needs. By combining cutting-edge investment strategies with a deep understanding of the markets and the economy, UPRIGHT INVESTMENTS TRUST has established itself as a leader in the mutual fund industry, and continues to be a preferred choice for investors seeking to achieve their long-term financial objectives. With its commitment to excellence, integrity, and customer satisfaction, UPRIGHT INVESTMENTS TRUST is well-positioned to remain a trusted partner for investors seeking to grow their wealth and achieve financial freedom.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
6 positions
| # |
Security Name |
CUSIP |
Asset Type |
Weight % |
Value ($M) |
Quantity |
| 1 |
ABBV
AbbVie, Inc.
Since 2026-05-10
|
00287Y109 |
Equity (Common) |
2.28%
|
$0.55 |
2,400 |
| 2 |
GOOG
Alphabet, Inc.
Since 2026-05-10
|
02079K107 |
Equity (Common) |
2.60%
|
$0.63 |
2,000 |
| 3 |
AAPL
Apple, Inc.
Since 2026-05-10
|
037833100 |
Equity (Common) |
6.43%
|
$1.55 |
5,700 |
| 4 |
MET
MetLife, Inc.
Since 2026-05-10
|
59156R108 |
Equity (Common) |
0.82%
|
$0.20 |
2,500 |
| 5 |
META
Meta Platforms, Inc.
Since 2026-05-10
|
30303M102 |
Equity (Common) |
0.82%
|
$0.20 |
300 |
| 6 |
PLUG
Plug Power, Inc.
Since 2026-05-10
|
72919P202 |
Equity (Common) |
0.59%
|
$0.14 |
72,500 |
Frequently Asked Questions — UPRIGHT INVESTMENTS TRUST
What type of mutual fund is UPRIGHT INVESTMENTS TRUST?
UPRIGHT INVESTMENTS TRUST is a SEC-registered Equity fund, with $24M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, UPRIGHT INVESTMENTS TRUST holds 6 portfolio positions, all detailed in the holdings table on this page.
What are UPRIGHT INVESTMENTS TRUST's assets under management (AUM)?
UPRIGHT INVESTMENTS TRUST has $24M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are UPRIGHT INVESTMENTS TRUST's top holdings?
According to UPRIGHT INVESTMENTS TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
AbbVie, Inc.,
Alphabet, Inc.,
Apple, Inc.
, among others.
The complete list of all 6 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is UPRIGHT INVESTMENTS TRUST's expense ratio?
Expense ratio data for UPRIGHT INVESTMENTS TRUST is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find UPRIGHT INVESTMENTS TRUST's SEC filings?
UPRIGHT INVESTMENTS TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001058587.
You can access all of UPRIGHT INVESTMENTS TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0001058587).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is UPRIGHT INVESTMENTS TRUST's holdings data on StockSifting?
Holdings data for UPRIGHT INVESTMENTS TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.